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Keystone Financial Services (Colorado)’s Novartis NVS Stock Holding History

Keystone Financial Services (Colorado)’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Buy
7,155
+96
+1% +$14.4K 0.29% 45
2026
Q1 		$1.08M Sell
7,059
-849
-11% -$130K 0.32% 43
2025
Q4 		$1.09M Sell
7,908
-143
-2% -$18.7K 0.33% 40
2025
Q3 		$1.03M Buy
8,051
+482
+6% +$58.8K 0.32% 41
2025
Q2 		$916K Buy
7,569
+77
+1% +$8.68K 0.31% 39
2025
Q1 		$835K Buy
7,492
+118
+2% +$12.6K 0.32% 42
2024
Q4 		$718K Buy
7,374
+237
+3% +$25.3K 0.27% 41
2024
Q3 		$821K Buy
7,137
+501
+8% +$56.8K 0.32% 35
2024
Q2 		$706K Buy
6,636
+536
+9% +$53.8K 0.29% 40
2024
Q1 		$590K Sell
6,100
-3
-0% -$308 0.26% 44
2023
Q4 		$616K Buy
6,103
+19
+0.3% +$1.83K 0.29% 42
2023
Q3 		$620K Buy
6,084
+29
+0.5% +$2.94K 0.33% 37
2023
Q2 		$611K Buy
6,055
+3
+0% +$300 0.31% 34
2023
Q1 		$557K Buy
6,052
+167
+3% +$14.6K 0.3% 37
2022
Q4 		$533K Buy
5,885
+253
+4% +$21.3K 0.29% 40
2022
Q3 		$448K Sell
5,632
-343
-6% -$28.4K 0.26% 46
2022
Q2 		$509K Buy
5,975
+339
+6% +$29.7K 0.28% 42
2022
Q1 		$471K Sell
5,636
-40
-0.7% -$3.46K 0.27% 42
2021
Q4 		$497K Buy
+5,676
New +$471K 0.26% 42

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Keystone Financial Services (Colorado)'s NVS Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its Novartis (NVS) stake by 1.4% in Q2 2026, buying an estimated $14.4K and bringing the position to 7,155 shares worth $1.12M. The position accounts for 0.29% of the portfolio, ranked #45.

Keystone Financial Services (Colorado) first reported a position in NVS in Q4 2021 and has held it in 19 quarters since. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Keystone Financial Services (Colorado) held 7,155 shares of Novartis worth $1.12M as of Q2 2026.
  • Keystone Financial Services (Colorado) bought 96 Novartis shares in Q2 2026, an estimated $14.4K.
  • Novartis made up 0.29% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #45 holding.
  • Keystone Financial Services (Colorado) first reported a position in Novartis in Q4 2021 and has held it in 19 quarters since.
  • 1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.